Our Values

Fiduciary, Fee-Only and Family-owned

Beyond what we do, what makes us who we are? That’s where our greatest guiding principles come into play. We are:

Fiduciary first – We are a fiduciary to our clients – individuals, families and retirement plans alike. That means we’ll always advise you according to your highest financial interests, first and foremost.

Fee-only – Our transparent advisory fees are our sole source of income, with no complicated or conflicting compensation models standing between us and our clients’ best interests.

Family-owned – Following in the footsteps of our entrepreneurial father, Jim and Tina are a seasoned brother/sister team. Our family is here to serve yours.

Proudly independent – To help us stay focused on our fiduciary client care, we are an independent Registered Investment Advisor firm, with no need to answer to a bigger “boss” or their bottom line.

Nationally connected – At the same time, as an independent member of the BAM ALLIANCE, we value our collaboration with colleagues across the country, bringing best-practice services and solutions home to our clients.